Gift Date Issue with Power Automate Email Notifications

Mark Warner
Mark Warner
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in Blackbaud Raiser's Edge NXT® APIs

Hi, I've created a Power Automate flow that sends an email notification to the gift officers when a gift is received. Thank you to the community for making this possible!! While the flow is technically working, there is an issue with the Gift Date. The flow is based on an NXT List with a filter of Gift Date = Yesterday. If the date entered and the gift date are the same, the flow works. However, if the gift date (e.g. date on the check) is not ‘Yesterday’ then the gift is not captured in the list. Ideally, there would be a list filter for Date Entered but that's not yet an option in NXT. Is there a workaround available? Thank you for your help! Mark

Comments

  • Alex Wong
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    @Mark Warner
    Don't use NXT list as your filter for the call to get gift list, instead use filtering directly on the gift list action as it has filter for date_added.

  • Mark Warner
    Mark Warner
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    @Alex Wong Thank you! It seems like it should work but unfortunately the only filters that work for me are in the NXT List itself. I tried placing a hard date into the ‘Added on or after’ field and that had no impact. Also placed a yesterday expression of addDays(utcNow(),-1) in the field and that didn't work either. Any guidance you can provide would be much appreciated. Grateful for your help! Mark

  • Alex Wong
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    @Mark Warner
    For all other filter on the gift list to work, you cannot select from the NXT list drop down.

  • Mark Warner
    Mark Warner
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    @Alex Wong Unfortunately it doesn't work at all without a NXT List. Just receive the following message: ActionFailed. An action failed. No dependent actions succeeded. Just at a loss.

  • Alex Wong
    Alex Wong Community All-Star
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    @Mark Warner
    Going to need more info on screenshot of the gift list action and run error to know why you have issue.

    Gift List will take in a NXT gift list as its list of gifts to get OR per all other filtering criteria such as gift date added, etc.

  • Dan Snyder
    Dan Snyder Community All-Star
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    @Mark Warner I use the filter that @Alex Wong mentions and utilize the get past time action to get those entered yesterday. See screen grabs below.

    One other thing to note, make sure to remove the List from Gift list action as you cannot have a list and then additional filters in the action.

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  • Mark Warner
    Mark Warner
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    @Dan Snyder @Alex Wong Thank you! It does seem to be working! I removed the NXT List from the Gift List and added the date filter. The flow is for a particular gift officer so I added the System Record IDs of constituents in his portfolio to the Gift List as well. It does seem to be working but is not at all dynamic. I'll have to setup a cadence to refresh that ID list. Grateful for your help!

  • Dan Snyder
    Dan Snyder Community All-Star
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    @Mark Warner If I understand you correctly, you should be able to do this fairly easily by adding a few steps before your list gifts action. You will want a List constituents action and attach an NXT list of just those prospects assigned to the fundraiser in question, add each ID (system record ID) to an array variable, then use the Join action to create a comma separated list of those ids that you can use as an additional filter in your list gifts action.

    If there is a simpler way to do this I am sure @Alex Wong knows it! ?

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  • Alex Wong
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    @Dan Snyder
    Your suggestion is a good one: Use a RE NXT Constituent List

    THe only change I would suggest is, after list constituent action, use a “select” data action to select only the constituent record id, and use join expression on the output of the select data action. This way you do not need a variable, and do not need to loop (saves more time if there are many constituents).

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  • Dan Snyder
    Dan Snyder Community All-Star
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    @Alex Wong Thanks.

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